Yum China Holdings, Inc. (YUMC) — Institutional Holders, Q2 2026
669 institutional investment managers reported a YUMC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
YUMC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Westwood Global InvestmentsAdded · +2,254,811 sh+$92.2M
- BARCLAYS PLCAdded · +2,023,855 sh+$82.7M
- London & Capital Asset Management LtdAdded · +1,663,611 sh+$68.0M
- North of South Capital LLPNew · +1,536,481 sh+$62.8M
- JANE STREET GROUPAdded · +1,439,003 sh+$58.8M
Biggest sellers
- LOOMIS SAYLES & L PTrimmed · -2,581,213 sh-$105.5M
- DRIEHAUS CAPITAL MANAGEMENTSold out · -1,831,286 sh-$74.8M
- FMRTrimmed · -1,640,380 sh-$67.0M
- PRINCIPAL FINANCIAL GROUPTrimmed · -1,476,482 sh-$60.3M
- JPMORGAN CHASETrimmed · -1,276,168 sh-$52.2M
YUMC 13F holders ranked 1–100 of 669
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE#1 · 24,117,074 sh | 24,117,074 | $985.2M | 0.05% | -5.0% |
| 2 | Mondrian Investment Partners LTD#2 · 2,909,043 sh | 2,909,043 | $929.7M | — | +23.4% |
| 3 | PRINCIPAL FINANCIAL GROUP#3 · 21,130,258 sh | 21,130,258 | $861.2M | 0.42% | -6.5% |
| 4 | Primavera Capital Management Ltd#4 · 12,035,635 sh | 12,035,635 | $491.9M | 87.05% | 0.0% |
| 5 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S#5 · 10,835,362 sh | 10,835,362 | $442.8M | 17.06% | -4.7% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 10,817,104 sh | 10,817,104 | $441.7M | <0.01% | -2.6% |
| 7 | ROYAL BANK OF CANADA#7 · 10,600,625 sh | 10,600,625 | $433.2M | 0.06% | 0.0% |
| 8 | DODGE & COX#8 · 8,365,562 sh | 8,365,562 | $341.9M | 0.18% | +0.2% |
| 9 | London & Capital Asset Management Ltd#9 · 7,838,137 sh | 7,838,137 | $320.2M | 2.93% | +26.9% |
| 10 | Westwood Global Investments#10 · 7,011,649 sh | 7,011,649 | $286.6M | 10.07% | +47.4% |
| 11 | NORGES BANK#11 · 5,621,829 sh | 5,621,829 | $229.8M | 0.02% | — |
| 12 | GOLDMAN SACHS GROUP#12 · 4,397,801 sh | 4,397,801 | $179.7M | 0.02% | +18.6% |
| 13 | BARCLAYS PLC#13 · 3,654,516 sh | 3,654,516 | $149.4M | 0.03% | +124.1% |
| 14 | Bank of New York Mellon#14 · 3,592,503 sh | 3,592,503 | $146.8M | 0.02% | -2.1% |
| 15 | FIL Ltd#15 · 3,461,448 sh | 3,461,448 | $141.3M | 0.10% | -8.2% |
| 16 | GUARDCAP ASSET MANAGEMENT Ltd#16 · 3,255,683 sh | 3,255,683 | $133.1M | 9.46% | -17.5% |
| 17 | ALLIANCEBERNSTEIN L.P.#17 · 2,599,037 sh | 2,599,037 | $126.8M | 0.04% | +12.9% |
| 18 | VANGUARD FIDUCIARY#18 · 2,915,313 sh | 2,915,313 | $119.0M | 0.03% | -3.0% |
| 19 | FMR#19 · 2,846,819 sh | 2,846,819 | $116.3M | <0.01% | -36.6% |
| 20 | DIMENSIONAL FUND ADVISORS#20 · 2,641,284 sh | 2,641,284 | $108.0M | 0.02% | -1.0% |
| 21 | WELLINGTON MANAGEMENT GROUP LLP#21 · 2,608,892 sh | 2,608,892 | $106.5M | 0.02% | -9.6% |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#22 · 2,465,037 sh | 2,465,037 | $100.7M | 0.04% | +40.1% |
| 23 | MILLENNIUM MANAGEMENT#23 · 2,452,443 sh | 2,452,443 | $100.2M | 0.04% | +76.8% |
| 24 | BANK OF AMERICA#24 · 2,355,158 sh | 2,355,158 | $96.3M | <0.01% | -32.1% |
| 25 | UBS Group AG#25 · 2,083,238 sh | 2,083,238 | $85.1M | 0.01% | +34.1% |
| 26 | FRANKLIN RESOURCES#26 · 1,960,560 sh | 1,960,560 | $80.1M | 0.02% | -10.5% |
| 27 | Temasek (Private) Ltd#27 · 1,916,519 sh | 1,916,519 | $78.3M | 0.21% | -29.5% |
| 28 | Legal & General Group Plc#28 · 1,868,625 sh | 1,868,625 | $76.3M | 0.02% | -5.1% |
| 29 | JANE STREET GROUP#29 · 1,812,025 sh | 1,812,025 | $74.1M | <0.01% | +385.8% |
| 30 | Vontobel Holding Ltd.#30 · 1,781,335 sh | 1,781,335 | $72.8M | — | +4.3% |
| 31 | LOOMIS SAYLES & L P#31 · 1,712,698 sh | 1,712,698 | $70.0M | 0.09% | -60.1% |
| 32 | North of South Capital LLP#32 · 1,536,481 sh | 1,536,481 | $62.8M | 4.62% | New |
| 33 | HSBC PLC#33 · 1,511,774 sh | 1,511,774 | $61.6M | 0.03% | -14.1% |
| 34 | PineBridge Investments Asia Ltd#34 · 187,500 sh | 187,500 | $59.9M | 20.49% | +27.2% |
| 35 | LSV ASSET MANAGEMENT#35 · 1,436,989 sh | 1,436,989 | $58.7M | 0.11% | New |
| 36 | NORDEA INVESTMENT MANAGEMENT AB#36 · 1,432,350 sh | 1,432,350 | $58.5M | 0.05% | +17.0% |
| 37 | Alberta Investment Management#37 · 1,300,000 sh | 1,300,000 | $53.1M | 0.30% | -4.8% |
| 38 | Amundi#38 · 1,173,653 sh | 1,173,653 | $52.7M | 0.01% | -3.6% |
| 39 | VANGUARD ASSET MANAGEMENT, Ltd#39 · 1,232,778 sh | 1,232,778 | $50.3M | 0.03% | +0.4% |
| 40 | MACKENZIE FINANCIAL#40 · 1,182,705 sh | 1,182,705 | $48.3M | 0.05% | +39.9% |
| 41 | DekaBank Deutsche Girozentrale#41 · 1,001,107 sh | 1,001,107 | $48.2M | — | 0.0% |
| 42 | Qube Research & Technologies Ltd#42 · 1,143,339 sh | 1,143,339 | $46.7M | 0.04% | +40.4% |
| 43 | Invesco Ltd.#43 · 1,135,836 sh | 1,135,836 | $46.4M | <0.01% | -2.1% |
| 44 | TODD ASSET MANAGEMENT#44 · 1,135,553 sh | 1,135,553 | $46.4M | — | 0.0% |
| 45 | MORGAN STANLEY#45 · 1,048,827 sh | 1,048,827 | $42.9M | <0.01% | -19.9% |
| 46 | CHARLES SCHWAB INVESTMENT MANAGEMENT#46 · 1,043,088 sh | 1,043,088 | $42.6M | <0.01% | +3.7% |
| 47 | ALTRINSIC GLOBAL ADVISORS#47 · 1,010,798 sh | 1,010,798 | $41.3M | 1.52% | +43.1% |
| 48 | DEUTSCHE BANK AG\#48 · 955,626 sh | 955,626 | $39.1M | 0.01% | -4.4% |
| 49 | DANSKE BANK A/S#49 · 894,727 sh | 894,727 | $36.6M | 0.07% | +0.7% |
| 50 | STATE STREET#50 · 886,355 sh | 886,355 | $36.2M | <0.01% | +1.7% |
| 51 | Perseverance Asset Management International#51 · 837,114 sh | 837,114 | $34.2M | 3.49% | +17.2% |
| 52 | RAYMOND JAMES FINANCIAL#52 · 833,162 sh | 833,162 | $34.1M | <0.01% | -19.0% |
| 53 | PUBLIC SECTOR PENSION INVESTMENT BOARD#53 · 832,643 sh | 832,643 | $33.9M | 0.09% | +18.9% |
| 54 | AMERICAN CENTURY COMPANIES#54 · 829,170 sh | 829,170 | $33.9M | 0.01% | -2.9% |
| 55 | Connor, Clark & Lunn Investment Management Ltd.#55 · 798,350 sh | 798,350 | $32.5M | 0.06% | +63.7% |
| 56 | CITIGROUP#56 · 756,592 sh | 756,592 | $30.9M | 0.01% | +82.3% |
| 57 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY#57 · 755,110 sh | 755,110 | $30.9M | 0.21% | +0.4% |
| 58 | Point72 Asset Management, L.P.#58 · 720,858 sh | 720,858 | $29.5M | 0.03% | +358.5% |
| 59 | RENAISSANCE TECHNOLOGIES#59 · 694,900 sh | 694,900 | $28.4M | 0.04% | +29.2% |
| 60 | ASSETMARK#60 · 682,871 sh | 682,871 | $27.9M | — | +8.8% |
| 61 | Pictet North America Advisors SA#61 · 679,686 sh | 679,686 | $27.7M | — | +26.7% |
| 62 | Swedbank AB#62 · 640,364 sh | 640,364 | $26.2M | — | -17.9% |
| 63 | Swiss National Bank#63 · 642,024 sh | 642,024 | $26.2M | 0.01% | -6.5% |
| 64 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#64 · 607,187 sh | 607,187 | $24.8M | <0.01% | +13.2% |
| 65 | Nuveen#65 · 599,378 sh | 599,378 | $24.5M | <0.01% | -3.6% |
| 66 | Sumitomo Mitsui#66 · 590,567 sh | 590,567 | $24.1M | 0.01% | -5.7% |
| 67 | AVIVA PLC#67 · 591,166 sh | 591,166 | $24.1M | 0.04% | -2.8% |
| 68 | Holowesko Partners Ltd.#68 · 584,100 sh | 584,100 | $23.9M | 6.04% | 0.0% |
| 69 | Man Group plc#69 · 570,234 sh | 570,234 | $23.3M | 0.04% | +29.9% |
| 70 | MARSHALL WACE, LLP#70 · 560,917 sh | 560,917 | $22.9M | 0.02% | +110.2% |
| 71 | Axxion S.A.#71 · 520,000 sh | 520,000 | $18.5M | — | — |
| 72 | BlackRock#72 · 442,625 sh | 442,625 | $18.1M | <0.01% | -3.6% |
| 73 | SEB Asset Management AB#73 · 433,681 sh | 433,681 | $17.7M | 0.07% | +120.5% |
| 74 | LAZARD ASSET MANAGEMENT#74 · 421,172 sh | 421,172 | $17.2M | 0.03% | +19.4% |
| 75 | USS Investment Management Ltd#75 · 419,079 sh | 419,079 | $17.1M | 0.06% | 0.0% |
| 76 | RV Capital AG#76 · 398,021 sh | 398,021 | $16.3M | 4.25% | -5.6% |
| 77 | HERITAGE INVESTORS MANAGEMENT#77 · 390,649 sh | 390,649 | $16.0M | 0.44% | -4.3% |
| 78 | ENVESTNET ASSET MANAGEMENT#78 · 389,131 sh | 389,131 | $15.9M | <0.01% | +0.1% |
| 79 | Russell Investments Group, Ltd.#79 · 382,632 sh | 382,632 | $15.6M | 0.01% | -35.9% |
| 80 | True Light Capital Pte. Ltd.#80 · 379,886 sh | 379,886 | $15.5M | 10.23% | -29.5% |
| 81 | Ninety One UK Ltd#81 · 375,190 sh | 375,190 | $15.3M | — | +8.3% |
| 82 | MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT#82 · 371,166 sh | 371,166 | $15.2M | 5.20% | -33.1% |
| 83 | BRITISH COLUMBIA INVESTMENT MANAGEMENT#83 · 368,450 sh | 368,450 | $15.0M | 0.09% | -45.5% |
| 84 | ROYAL LONDON ASSET MANAGEMENT LTD#84 · 366,871 sh | 366,871 | $15.0M | 0.03% | -0.7% |
| 85 | Pictet Asset Management Holding SA#85 · 364,988 sh | 364,988 | $14.9M | 0.01% | -9.4% |
| 86 | Universal- Beteiligungs- und Servicegesellschaft mbH#86 · 363,895 sh | 363,895 | $14.9M | 0.02% | -49.8% |
| 87 | NORTHERN#87 · 363,191 sh | 363,191 | $14.8M | <0.01% | -11.5% |
| 88 | BANK OF MONTREAL#88 · 345,305 sh | 345,305 | $14.1M | <0.01% | -14.1% |
| 89 | JUPITER ASSET MANAGEMENT LTD#89 · 329,100 sh | 329,100 | $13.4M | 0.07% | -41.6% |
| 90 | NEW YORK STATE COMMON RETIREMENT FUND#90 · 327,729 sh | 327,729 | $13.4M | 0.02% | +24.3% |
| 91 | Korea Investment#91 · 288,419 sh | 288,419 | $11.8M | 0.02% | -6.8% |
| 92 | Fideuram Asset Management (Ireland) dac#92 · 39,734 sh | 39,734 | $10.8M | 0.21% | +502.0% |
| 93 | VOLORIDGE INVESTMENT MANAGEMENT#93 · 257,475 sh | 257,475 | $10.5M | 0.04% | -39.7% |
| 94 | MASSACHUSETTS FINANCIAL SERVICES#94 · 137,692 sh | 137,692 | $10.5M | <0.01% | -34.3% |
| 95 | Crossmark Global#95 · 254,664 sh | 254,664 | $10.4M | — | New |
| 96 | VAN ECK ASSOCIATES#96 · 251,527 sh | 251,527 | $10.3M | <0.01% | +9.0% |
| 97 | AMERIPRISE FINANCIAL#97 · 249,061 sh | 249,061 | $10.2M | <0.01% | -10.7% |
| 98 | BNP Paribas Asset Management Holding S.A.#98 · 247,081 sh | 247,081 | $10.1M | 0.01% | -11.1% |
| 99 | CIBC WORLD MARKET#99 · 244,306 sh | 244,306 | $10.0M | 0.02% | New |
| 100 | State of New Jersey Common Pension Fund D#100 · 239,214 sh | 239,214 | $9.8M | 0.03% | 0.0% |
Funds that sold out of YUMC in Q2 2026 (103)
Held YUMC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
And 3 smaller positions.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.